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Why did Quicken rename my Bank of America financial institution to zzz-Bank of America?

jdparker225

The name change occurred with my first one-step update following the upgrade to 27.1.66.18.

I saw the same sort of name change with my Fidelity account a while ago (fall of 2025) and it had to do with Fidelity's switch from Direct Connect to EWC+. However, Bank of America (along with Merrill Lynch which is owned by Bank of America) switched to EWC+ quite some time ago so that's not the issue in this case. The name change did not happen with Merrill Lynch.

Thanks Jim

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miklk

You need to re-authorize all accounts at BofA and Merrill due to a change at BofA

See:

https://community.quicken.com/discussion/7971423/new-2-24-26-bank-of-america-migration-multiple-bids#latest

Boatnmaniac

We might never find out the reason for why these FI name changes are being made. But my guess (and it really is a guess) is that BofA made some system changes (either security, software and/or hardware) that requires changes to be made to how the aggregators (Intuit in the case of Quicken) are interfacing with them. And those changes might also have required there to be some changes in how the Quicken software interfaces with the new data stream.

jralyea

I can no longer add bank of America accounts especially Credit cards which say I have all ready used that name. I have no bank of America Credit Cards on my system.

Be up front will us Quicken about the new provider.

I no longer have any billers working.

Bank Of America Credit Cards

Valero

Fidelity Credit Card Elan Financial

Progressive Auto Insurance

Wellsfargo

First Energy

Quicken Alyssa

Hello @jralyea,

Thank you for adding to this discussion.

I am unsure what issue you are running into. After reviewing your connections internally, I am not seeing any errors from our end. Please provide more information as to what you are trying to do.

Are you trying to add Bank of America accounts to Quicken?
Are these online bills that you are trying to add?
When you attempt to add these, do you receive any errors?

Additionally, screenshots of what you are seeing may be helpful. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

As far as billers go, among those you listed above, I can confirm that Valero and First Energy are not supported at this time. The rest you should be able to add. Let us know what is happening with these from your end.

Looking forward to your response!

jdparker225

@miklk, @Quicken Alyssa

I performed the action shown in

https://community.quicken.com/discussion/7971423/new-2-24-26-bank-of-america-migration-multiple-bids

I dd this for my BoA accounts. That fixed the name issue.

I did not do that for my ML accounts. Is that really necessary? There was no name change for ML and Merrill Lynch Investments is not listed amoung those BIDs affected.

Thanks

Jim

Quicken Alyssa

@jdparker225,

Thank you for following up and posing this question.

No, Merrill Lynch is not in the list of affected BIDs, so no need to take any action on those.

Thanks again!

bmyers33

I followed the steps to deactivate, reauthorize (on BOA website), and set up my accounts online again in Quicken (link to existing accounts), but the "zzz-" still displays at the beginning of the "Bank of America - Quicken" financial institution name. My accounts are updating fine. Is this normal behavior?

tompfr

@bmyers33 That means you are still using the old FI name (Bank of America - Quicken), which they are eliminating. To migrate to the new one (Bank of America), you need to follow the steps outlined on the alert page linked below. My guess is that you didn't do step 4 (use the Tools > Add Account flow). That is where you can select the new FI name.

https://community.quicken.com/discussion/7971423/updated-2-26-26-bank-of-america-migration-multiple-bids

GTClover

I went through all of the steps Quicken Alyssa outlined. All went well & my account was "successfully linked", but it failed to add a recent transaction completed on 2/2/2026. There haven't been any other transactions since then, so I can't tell if it didn't add the 2/2 transaction for some other reason. I realized that I had not followed the step at the "Security Center", so I went to do that 1st, but when I tried, I found there wasn't an option to Revoke Quicken's access. There is no "Third Party Access Site" option at all.

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Quicken Kristina

Hello @GTClover,

Thank you for letting us know! Please try following these steps shared by @Dave1234 in an earlier discussion.

The correct place to go is Security Center → Overview, and then scroll down to "Data Sharing" and click "Review". This page is titled "Third-party access" and that's where you can delete the data sharing with Quicken/Intuit.

I hope this helps!

bmyers33

Thank you @tompfr. Even with the missing step and the supplemental instructions to delete the FI name and account number, I'm still not able to re-authorize with BOA. Have tried at multiple times per day. Will contact Quicken support.

bmyers33

I found the my solution on another thread. After logging into the BOA website to revoke third party access with Quicken, decline access to Quicken on the next screen instead of approving. Then confirm permanent deauthorization and go back into Quicken to re-authorize and reconnect the accounts. No sign-in problems with BOA via Quicken after doing that.

tompfr

@bmyers33 Glad to hear you got it resolved!

Quicken Alyssa

Hello All,

Thank you for updating this thread.

Currently, we are still investigating these issues and have four active alerts.

Bank of America Migration

HTTP 400 Error Bank of America

"User not eligible" - Bank of America

Bank of America - Missing Pending Transactions

If you can not get connected successfully, please reach out to Quicken Support directly for assistance.

Thanks again!